Campaign Monitor and Harvest Integration

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Automatically add new Harvest clients to Campaign Monitor lists for targeted marketing. Latenode's visual editor and affordable execution-based pricing makes automating client onboarding and communication workflows seamless and cost-effective.

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Campaign Monitor

Harvest

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Campaign Monitor and Harvest

Create a New Scenario to Connect Campaign Monitor and Harvest

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Campaign Monitor, triggered by another scenario, or executed manually (for testing purposes). In most cases, Campaign Monitor or Harvest will be your first step. To do this, click "Choose an app," find Campaign Monitor or Harvest, and select the appropriate trigger to start the scenario.

Add the Campaign Monitor Node

Select the Campaign Monitor node from the app selection panel on the right.

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Campaign Monitor

Configure the Campaign Monitor

Click on the Campaign Monitor node to configure it. You can modify the Campaign Monitor URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Campaign Monitor

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#1 Campaign Monitor

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Connect Campaign Monitor

Sign In

Run node once

Add the Harvest Node

Next, click the plus (+) icon on the Campaign Monitor node, select Harvest from the list of available apps, and choose the action you need from the list of nodes within Harvest.

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Harvest

Authenticate Harvest

Now, click the Harvest node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Harvest settings. Authentication allows you to use Harvest through Latenode.

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Harvest

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Connect Harvest

Sign In

Run node once

Configure the Campaign Monitor and Harvest Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Harvest Oauth 2.0

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The action ID

Run node once

Set Up the Campaign Monitor and Harvest Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Campaign Monitor, Harvest, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Campaign Monitor and Harvest integration works as expected. Depending on your setup, data should flow between Campaign Monitor and Harvest (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Campaign Monitor and Harvest

Campaign Monitor + Harvest + Slack: When a new client signs up via a Campaign Monitor form, create a new client in Harvest and notify the project managers in a designated Slack channel.

Harvest + Campaign Monitor + Google Sheets: When a new time entry is created in Harvest, update the corresponding project's performance metrics in Google Sheets, using data from Campaign Monitor to enrich the insights.

Campaign Monitor and Harvest integration alternatives

About Campaign Monitor

Use Campaign Monitor in Latenode to automate email marketing based on triggers from other apps. Sync contact lists, personalize campaigns, and track results directly within your workflows. Latenode adds scheduling, conditional logic, and data transformation for sophisticated, automated outreach, bypassing Campaign Monitor's limits.

About Harvest

Automate time tracking with Harvest in Latenode. Sync time entries to accounting, payroll, or project management. Create flows that auto-generate invoices or trigger alerts for budget overruns. Latenode provides the flexibility to connect Harvest data to other apps and add custom logic, avoiding manual updates and delays.

See how Latenode works

FAQ Campaign Monitor and Harvest

How can I connect my Campaign Monitor account to Harvest using Latenode?

To connect your Campaign Monitor account to Harvest on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Campaign Monitor and click on "Connect".
  • Authenticate your Campaign Monitor and Harvest accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I track campaign ROI in Harvest automatically?

Yes, you can! Latenode allows custom logic to send Campaign Monitor data to Harvest for automated ROI tracking. Gain insights into marketing spend and project profitability effortlessly.

What types of tasks can I perform by integrating Campaign Monitor with Harvest?

Integrating Campaign Monitor with Harvest allows you to perform various tasks, including:

  • Automatically log marketing campaign time in Harvest.
  • Update client details in Harvest from new Campaign Monitor subscribers.
  • Create Harvest invoices based on email campaign performance.
  • Trigger personalized emails based on project milestones in Harvest.
  • Sync campaign costs from Campaign Monitor to Harvest for budgeting.

Can I use custom fields from Campaign Monitor in Latenode workflows?

Yes, Latenode supports accessing custom fields from Campaign Monitor, enabling personalized automation using all available subscriber data.

Are there any limitations to the Campaign Monitor and Harvest integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Historical data transfer might require manual configuration.
  • Complex data transformations may require JavaScript coding.
  • Real-time synchronization depends on API rate limits of both apps.

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